CRD: 312061
Sustainable Advisors Alliance LLC
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- Custodian
- Apex · Assetmark · Charles Schwab & Company · Folio Investments
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-04-2021
- Office Locations
- 9
Office Locations
About Sustainable Advisors Alliance LLC
Sustainable Advisors Alliance LLC is an advisor-owned alliance of financial fiduciaries providing values-based (ESG/impact) portfolio management and financial planning for individuals, families, and mission-based organizations. The firm builds long-term growth portfolios that integrate clients’ values and goals, and also emphasizes community engagement. Works with Charles Schwab as a long-time custody partner (since 1994), highlighting cybersecurity focus.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
PAMELA STAMPER BRANDT
Financial Advisor
- CRD
- #729119
- Ownership
- 10% but less than 25%
JANET ELLEN BRYAN
Investment Advisor
- CRD
- #2048448
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
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Elizabeth Sheldahl Litts
INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #6703921
IAN BERNARD MCLEOD
ADVISOR, PLANNER, DEMOCRATIC SOCIALIST
- CRD
- #4608041
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $223,343,708 | $213,931 |
| Non-Discretionary | $11,498,261 | $319,396 |
| Total | $234,841,969 | $217,446 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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